Rings Capital Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Rings Capital Management LLC reported 8 stock positions worth $191.4 million. Its top holding was Moody's (MCO) at 29.7% of the portfolio, followed by Carmax (KMX, 21.4%) and Microsoft (MSFT, 18.3%). Compared with Q3 2024, it added to 2. The biggest buy was Carmax (KMX, shares +5%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001771122
- Portfolio Value
- $191.4M (Q4 2024)
- SEC Filing
- 0001104659-25-013522 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $191.4M
| MCO Moody's Corp. | 29.67% | 120,000 | $56.8M | No change |
| KMX Carmax Inc. | 21.43% | 501,790 | $41.0M | Add +5.0% |
| MSFT Microsoft Corp. | 18.28% | 83,000 | $35.0M | No change |
| CHKP Check Point Software Tech | 15.61% | 160,000 | $29.9M | No change |
| RTX RTX Corp. | 9.97% | 165,000 | $19.1M | No change |
| JD Jd.com Inc.-ADR | 3.26% | 180,000 | $6.2M | No change |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.46% | 53,000 | $2.8M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.31% | 7,100 | $602K | Add +1.4% |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $196.5M | MCO, KMX, RTX, MSFT, CHKP |
| Q1 2026 | 7 | $186.1M | MCO, KMX, RTX, MSFT, CHKP |
| Q4 2025 | 7 | $201.2M | MCO, MSFT, KMX, RTX, CHKP |
| Q3 2025 | 7 | $213.0M | MCO, KMX, MSFT, CHKP, RTX |
| Q2 2025 | 7 | $206.8M | MCO, KMX, MSFT, CHKP, RTX |
| Q1 2025 | 8 | $196.2M | MCO, KMX, CHKP, MSFT, RTX |
| Q4 2024 | 8 | $191.4M | MCO, KMX, MSFT, CHKP, RTX |
| Q3 2024 | 8 | $191.8M | MCO, KMX, MSFT, CHKP, RTX |
| Q2 2024 | 7 | $191.2M | MCO, MSFT, KMX, CHKP, SILK |
| Q1 2024 | 7 | $182.8M | MCO, KMX, MSFT, CHKP, RTX |